Anything's possible depending on many factors such as local fiscal conditions, where the gas supply currently is, etc. There will even be the inefficient use cases driven by poorly designed fiscal incentives.
But personally I think the immediate, obvious and most effieicent use case if the displacement of dirty hydrogen with Hazer production on site, as plenty of others on this forum have noted. This will create such a volume of graphite that you probably won't need speciifc bulk graphite targetted production, notwithstanding your good point on tweaking of the graphite for specific use cases. Hydrogen as a by-product may work but then you either want a good efficient local use case to maximise the hydrogen value, or you're dealing with the unresolved shipping and storage issues again.
But in the end, I'm still convinced that it's something we (Hazer) don't need to overthink. Once word spreads and trust grows for the process, we let our future partners crunch all the numbers for their business cases, benefit from the sum of their imaginations, and take our royalties regardless of efficiencies.
Our role is to promote every newly identified opportunity, support ongoing R&D to promote more and more uses, and keep getting royalty checks. The real beauty of this is cost-wise we have an enormous gap to any comparable technology, we're ready to go, and we can effectively crowd source new ideas and their implementation, with us as facilitators and zero risk royalty takers.
And we're in a world where nearly every other decarbnonisation tool has been found to be way too expensive. And lots of funds earmarked for decarbonisaion that can't find a home.
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